Designing, Visualizing and Executing with CRM

innovent - February 7, 2017 - 0 comments

Today, SugarCRM is pleased to announce it has signed a deal with TrustSphere to bring its relationship analytics technology into the Sugar Platform. With relationship analytics, every customer-facing professional can easily tap into their colleague’s knowledge and interactions with their prospects and customers before reaching out to them. Relationship analytics is typically most effective in large organizations with long sales cycles that involved multiple handoffs between employees. Having said that, here’s a very simple (SuperBowl week) scenario about how it works:

Let’s say I work in the sales department for the New England Patriots and have just been assigned a batch of renewal opportunities. My goal is to reach out to corporate customers to engage with them about renewing their luxury box contracts for next season. What better time to reach out than Super Week right? I send an enthusiastic email to the first contact on my list to establish a relationship, only to have him sternly tell me he’d already emailed with my colleague Vijay about his list of preferences multiple times during the season.

None of this information was in my CRM. Wouldn’t it have been nice to know Vijay had already established a relationship with the contact before reaching out? I could have used Vijay’s knowledge to become more efficient and would have saved myself some embarrassment. Not to mention the experience would have been much better for the customer.

Relationship analytics allows CRM users to leverage their most valuable asset – the “Collective Relationship Network.” Relationship Analytics for Sugar solution will dig out the relationships between your employees in the entire organization and your customers. The solution scans email headers to find previously hidden and untapped insights (see the example above), which are seamlessly integrated into Sugar. These customer insights improve sales performance, reduce customer churn and accelerate the new employee onboarding process.

This partnership makes TrustSphere’s Relationship Analytics a complementary solution designed to work seamlessly within Sugar. The user will gain valuable insight without ever having to leave the CRM. Relationship Analytics for Sugar is priced at $20 per user per month. It integrates with popular email systems like Microsoft Exchange and Office 365, Lotus Domino and Gmail for business. It is available with all Sugar editions and supports both SaaS and on premise deployments.